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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$37.21
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FIVUX (515M). FIVUX pays higher dividends than JVMIX: FIVUX (0.98) vs JVMIX (0.74). FIVUX was incepted earlier than JVMIX: FIVUX (13 years) vs JVMIX (28 years). FIVUX (0.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). FIVUX annual gain was more profitable for investors over the last year : -4.58 vs. JVMIX (-4.87). FIVUX (48.98) and JVMIX (47.49) have equivalent 5 years return.
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.94 | 0.86 | 109% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 8.706 | 9.759 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.98 | 0.74 | 133% |
| Returns for 1 year | -4.58 | -4.87 | 94% |
| Returns for 3 years | 19.31 | 25.37 | 76% |
| Returns for 5 years | 48.98 | 47.49 | 103% |
| Returns for 10 years | -1.07 | 51.49 | -2% |
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